LCCMX vs. AOM
Compare and contrast key facts about Leader Short Term High Yield Bond Fund (LCCMX) and iShares Core Moderate Allocation ETF (AOM).
LCCMX is managed by LEADER. It was launched on Jul 14, 2005. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCCMX or AOM.
Performance
LCCMX vs. AOM - Performance Comparison
Returns By Period
In the year-to-date period, LCCMX achieves a 16.89% return, which is significantly higher than AOM's 8.37% return. Over the past 10 years, LCCMX has underperformed AOM with an annualized return of 2.42%, while AOM has yielded a comparatively higher 4.66% annualized return.
LCCMX
16.89%
1.61%
5.20%
20.52%
5.33%
2.42%
AOM
8.37%
-0.41%
5.41%
13.59%
4.49%
4.66%
Key characteristics
| LCCMX | AOM | |
|---|---|---|
| Sharpe Ratio | 4.98 | 2.19 |
| Sortino Ratio | 12.87 | 3.18 |
| Omega Ratio | 3.09 | 1.40 |
| Calmar Ratio | 4.17 | 1.55 |
| Martin Ratio | 60.84 | 13.29 |
| Ulcer Index | 0.37% | 1.04% |
| Daily Std Dev | 4.54% | 6.31% |
| Max Drawdown | -24.81% | -19.96% |
| Current Drawdown | -0.12% | -1.65% |
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LCCMX vs. AOM - Expense Ratio Comparison
LCCMX has a 2.55% expense ratio, which is higher than AOM's 0.25% expense ratio.
Correlation
The correlation between LCCMX and AOM is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
LCCMX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leader Short Term High Yield Bond Fund (LCCMX) and iShares Core Moderate Allocation ETF (AOM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LCCMX vs. AOM - Dividend Comparison
LCCMX's dividend yield for the trailing twelve months is around 10.74%, more than AOM's 2.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCCMX Leader Short Term High Yield Bond Fund | 10.74% | 9.70% | 6.24% | 2.11% | 2.11% | 2.99% | 2.89% | 2.11% | 2.19% | 2.54% | 2.35% | 2.44% |
AOM iShares Core Moderate Allocation ETF | 2.87% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
Drawdowns
LCCMX vs. AOM - Drawdown Comparison
The maximum LCCMX drawdown since its inception was -24.81%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for LCCMX and AOM. For additional features, visit the drawdowns tool.
Volatility
LCCMX vs. AOM - Volatility Comparison
The current volatility for Leader Short Term High Yield Bond Fund (LCCMX) is 0.92%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 1.70%. This indicates that LCCMX experiences smaller price fluctuations and is considered to be less risky than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.